USF Sarasota-Manatee to Host Financial Markets and the Economy

USF Sarasota-Manatee, Cumberland Advisors and the Global Interdependence Center are partnering to host Financial Markets and the Economy: Financial Literacy Day III, a daylong forum on economic and financial matters with renowned experts, including senior investigative reporter Gretchen Morgenson of The Wall Street Journal.

The event – scheduled for Thursday, April 11, at the Selby Auditorium at the University of South Florida Sarasota-Manatee, 8350 N. Tamiami Trail, Sarasota – is open to the public and designed to appeal to a wide range of financial interests.

Topics include:

The outlook for U.S. stocks/global economic outlook
Special session: Health, Hunger and Philanthropy
Surveying the global economic/geopolitical landscape
Keynote Speaker: Gretchen Morgenson, senior writer, Investigations Unit, The Wall Street Journal
A conversation with Susan Harper, Canada’s consul general in Miami
David Kotok, chairman and chief investment officer of Sarasota-based Cumberland Advisors, and USFSM Regional Chancellor Dr. Karen Holbrook will offer introductory remarks starting at 8:30 a.m.

“We are thrilled to partner once again with Cumberland Advisors and the Global Interdependence Center on what has become a much-anticipated annual community event,” Dr. Holbrook said. “The quality and depth of speakers is phenomenal, and the fact that they explore financial topics that appeal to most anyone makes this an important and not-to-be-missed experience.”

This will be the third Financial Literacy Day. Among the speakers are Matt McAleer, executive vice president and director of equity strategies, Cumberland Advisors; Richard Hoey, senior economic advisor, BNY Mellon Wealth Management; Judith Monroe, president and CEO, Centers for Disease Control Foundation; Lisa Marsh Ryerson, president, AARP Foundation; Leland Miller, CEO, China Beige Book International; and Paul O’Brien, deputy chief investment officer, Strategy and Planning Department, Abu Dhabi Investment Authority.

Tickets are $50 (includes lunch). To register or for more information, visit sar.usfsm.edu/event/financial-markets-and-the-economy/.

The agenda is as follows:

8 – 8:30 a.m. | Registration and coffee

8:30 – 8:45 a.m. | Welcoming Remarks

David Kotok, CIO, Cumberland Advisors and board member, Global Interdependence Center
Karen Holbrook, PhD, regional chancellor, University of South Florida, Sarasota-Manatee
9 – 10 a.m. | Session I – The Stock Market

Matt McAleer, executive vice president and director of equity strategies, Cumberland Advisors
Richard Hoey, senior economic advisor, BNY Mellon Wealth Management
Tripp Zimmerman, director of research, WisdomTree Asset Management, Inc.
Moderator: Maryanne Waldman, RBC, Boston, Mass.
10 – 10:15 a.m. | Break

10:15 – 11:30 a.m. | Session II – Health, Hunger and Philanthropy

Judith Monroe, president and CEO, CDC Foundation
Erin McLeod, CEO, Friendship Centers, Sarasota
Lisa Marsh Ryerson, president, AARP Foundation
Gabriel Hament, Cumberland Advisors
Moderator: Lisa Shaw, CFP, CIMA, managing partner, Cygnus Asset Management, LLC
11:30 a.m. – Noon| Special Report on the Use of the Bloomberg Terminals – Two Years Later

Paul Bova, director of development, and/or GJ de Vreede, PhD, interim dean, College of Business, USF Sarasota-Manatee
Noon – 1 p.m. | Lunch

1 – 1:15 p.m. | Report on National and International Financial Literacy online exams

Christine Brown, CFA Tampa Bay, society executive, Tampa
1:15 – 2 p.m. | A Conversation with Canada’s Consul General in Florida

Susan Harper, Canadian consul general in Miami and former economic minister, Embassy of Canada
2 – 3 p.m. | Session III – How the World Looks to Me

Leland Miller, CEO, China Beige Book International
Paul O’Brien, deputy chief investment officer, Strategy and Planning Department, Abu Dhabi Investment Authority
Moderator: John Authers, author and Bloomberg columnist
3 – 3:15 p.m. | Break

3:15 – 4 p.m. | Keynote Speaker

Gretchen Morgenson, senior writer, Investigations Unit, The Wall Street Journal
4 p.m. | Concluding Remarks

Reception and Book Signing

For more about USF Sarasota-Manatee, visit usfsm.edu.